1. Significant differentiation in price trends

Solid-state drive (SSD) enters an upward cycle

Since Q1 2024, NAND flash memory and SSD prices have been climbing for several consecutive quarters. In Q1 2025, leading manufacturers such as Kioxia and Samsung restarted their production reduction plans. Coupled with the growing demand in AI servers, consumer electronics, and other fields, the inventory pressure in the NAND flash memory market eased, driving SSD prices to rise by 10%-15% month-on-month.

Driven by data center expansion, enterprise-class SSDs have seen higher growth rates than consumer-class products, and it is expected that prices will further increase by 20%-25% in Q2.

Memory module exhibits structural fluctuations

DDR4 bottoms out and rebounds: In the second half of 2024, DDR4 prices plummeted by 35% due to oversupply. However, as manufacturers such as Samsung and SK Hynix gradually discontinued DDR4 production, market inventory significantly decreased in Q1 2025, and prices rebounded by 5%-8%.

DDR5 is still in its early stages of popularization: Although DDR5 prices have fallen by more than 50% from their peak in 2023, and some models are now cheaper than DDR4, consumer demand has grown slowly due to limitations in motherboard compatibility and upgrade costs, and prices have not yet formed a stable upward trend.

II. Core Market Driving Forces

AI industry reshapes storage demand

The AI hardware solutions from companies like NVIDIA (such as Project Digits) have driven up the demand for high-bandwidth memory. AI servers now require more than 1TB of DRAM capacity per system, accelerating the penetration of DDR5 in the enterprise market.

AI applications on smartphones, such as real-time image processing, are driving the growth of UFS flash memory orders. Chinese brands have stocked up in advance in the Southeast Asian market, which has improved the supply-demand relationship of NAND flash memory.

III. Consumption advice: Choose an upgrade plan rationally

Increasing the priority of SSD purchase: It is recommended that users with immediate needs prioritize 2TB capacity PCIe 4.0 products (such as Etron H20) to balance performance and cost.

Memory upgrade needs to match the platform: DDR5 is only recommended for new computer users or those with professional needs; DDR4 remains the preferred choice for upgrading existing devices.